John Urbanowicz is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. Based in St. Charles, MO, he holds the Series 66 designation. Outside of his advisory role, he owns Urbo Properties LLC, a rental property business in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Russ Clever is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves on the Finance Committee of Assumption Catholic Church of O’Fallon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Matthew Claus is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, he is the owner of Claus Brothers Enterprises, LLC, which manages a family vacation cottage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning in areas such as retirement, tax, and estate planning, delivered separately from portfolio management and with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Barry Jateff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes products from affiliated firms in its investment selection.

Daniel Shelley is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2005. Outside of his advisory role, he is the owner of Financial Legacy Associates, a sole proprietorship offering term life insurance and long-term care products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing a broad range of integrated brokerage and advisory services supported by multiple platforms and third-party money managers.

Mitchell Slattery is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at MetroGistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Brian Labuda is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2017, working out of Wildwood, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Jason Reynolds is a CFP® and ChFC® with 30 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Chesterfield, MO. Outside of his advisory work, he is involved in business ownership through Infinity Co-Op Enterprises, focusing on expense management and consulting. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered in partnership with its financial advisors.

Matthew Harris is a CFP® professional with 23 years of experience at Edward Jones in Lake St Louis, MO. He has been with the firm since 2003. Outside of his advisory role, he participates in a family firewood cutting and bundling business for roadside self-service sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Jack Dow is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, during which time he has held several positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Jack worked as a Financial Advisor at Huntleigh Advisor and Synergy Wealth Solutions. Throughout his career, Jack has focused on providing financial advice and investment planning services. His professional approach centers on understanding clients' financial goals and helping them work toward those objectives. Outside of his professional life, Jack has interests in baseball, fitness, social events, golf, movies, and traveling.

David Woldman is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial, Edward Jones, Citigroup, US Bancorp Investments, First Bank, Bank of America, and Merrill Lynch. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

George Simon Jr. is a CFP® with 30 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and operates Simon Financial Group, his independent advisory firm. Prior to this, he worked at UBS Financial Services for nine years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting services to client goals.

Larry Grubish is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Christopher Radzom is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at First Mid Bank & Trust, Raymond James Financial Services, and Commerce Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by dedicated committees to deliver tailored retirement planning advice.

Lawrence Clark is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized custodial and operational support.

Douglas Smedley is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Primerica Financial Services, along with nearly a decade at Elekta. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Rebecca Mc Nulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Her prior experience includes roles at HM Capital Management and Botz Deal & Company PC. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Carter is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America, The Scion Group LLC, and Midwest Regional Bank. Outside of advising, he serves as treasurer for MT Flowers, a floral and gift store. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Timothy Madras is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Information Builders, Inc., Connor Ash P C, TRC Outdoor, and Adp LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types and organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Keegan De Lange is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients in defining their financial goals and creating customized plans to enhance potential outcomes. He has held several roles at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, beginning his tenure there in 2021. Prior to joining Fidelity, Keegan worked as an Associate Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Keegan has developed experience in personal finance and client relationship management. His professional journey reflects a commitment to providing financial guidance tailored to individual client needs. Outside of his professional responsibilities, Keegan enjoys family activities, fitness, golf, music, exploring food, and spending time with pets.